bid writing beginners guide

A beginners guide to bid writing

Jerry Allen

Benefits of bid writing

• Financial

• Raise TVU reputation

• Helps meet strategic priorities

• Mark out staff as professionals

• Evidence of meeting QAA, RAE, RAF

Opportunities

• Environmental scanning – Project / Research

• Research – JISC

• Projects –LDA, SEEDA

• Trusts – Lottery, Awards for All, 

• Tenders –Tendermatch, 

• Tools – Grant Finder, Training Gateway, 

Tips for success

• Timing & planning

• University strategic plan

• Strategic & operational ‘fit’

• Regional economic strategy

• Narrative ‐ benefits

• Competitive – value added

• Building a compelling case

Think tactics

• Profile building

• Partnerships

• Building teams

• The funders’ agenda

• Capacity, capability & flexibility

• Financial – avoiding money chasing

Process for Consultancy, Enterprise, & Non Validated Teaching Courses:External Income Planning (EIP)

Project Leader completes EIP based on Actual Costs (fEC) and submits to Financial Services for

initial clearance -(by Faculty Management

accountant)

Initial EIP is verified

Faculty Faculty SEBU

Faculty/Service SMT approve project outline and EIP.

The approved EICP (along with approval and justification of any

funding shortfall) is then forwarded to Finance by Assoc Dean (Ent)

Finance approve EIP and forward any projects

(For Research projects over £10k, DVC

Academic to approve in principle)

SEBU review projects to ensure University wide and strategic fit and provide feedback to Director where

necessary (Head of IRP)For Research projects, the Head of

the Graduate School to approve

SUBMISSION: - Project Leader notifies Finance&SEBU

of the outcome of the application. Any changes to

the original submission MUST be approved by FMT

Finance approve changes(if applicable).

SEBU review any changes and feedback to Director where

necessary.

Process for Consultancy, Enterprise, & Non Validated Teaching Courses:External Income Planning (EIP)

Faculty Faculty SEBUProject Leader forwards a copy

of the contract to Finance.Finance allocate successful project with a cost centre.

SEBU receive copies of contracts and compliance

schedule

The Project Leader is notified of the project cost centre via e-

mail.

The EIP provides the budget for the project. Indirect costs and staffing costs not directly charged to the cost centre will be debited from the project account by Financial Services

Actual Costs (fEC): all costs incurred by the University in the course of undertaking the project (including all indirect costs)

CaseStudy

11th Nov Rm TC 262 1‐3pm SMR ‐ Practical session with Victor Franks10th Dec Rm TC264 1‐2pm SMR ‐ Bid writing forum for the completion of bids you are working ongoogle groups